Sheila
Hale

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6011109
Investment Advisor
in Fairhope, AL

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About this Advisor

Sheila Hale is a financial advisor who works in Fairhope, Alabama, who has been in the industry for 14 years. Hale is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Hale has worked at Morgan Stanley Smith Barney, Home, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Hale maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company based in Fairhope, Alabama. The investment advisory business has offices in 3,270 locations and a total of 36,383 people on staff. It oversees $962 billion in assets across its 2,529,169 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 4,927 charities and foundations. Of its 2,529,169 customer accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees largely are based on which service is provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

601 N Section St
Fairhope, AL 36532

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

AL Average: $7,464,549,021
Total Number of Employees

36,383

AL Average: 88
Total Number of Accounts

2,529,169

AL Average: 3,892
Average Account Size

$380,383

AL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Sheila Hale Work History

Sheila has 14 years of experience.

2015 - Present (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - Present (6 years)

Bank Of America, N.A

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2011 - 2015 (4 years)

Morgan Stanley Smith Barney

2006 - 2011 (5 years)

Home

Disclosures

Sheila Hale has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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